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Von Berge Wealth Management Group’s Nuveen AMT-Free Municipal Credit Income Fund NVG Stock Holding History

Von Berge Wealth Management Group’s Portfolio NVG Stock Details NVG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-36,000
Closed -$429K – 72
2023
Q4 		$429K Buy
+36,000
New +$391K 0.33% 42

Other funds holding NVG

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SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
SCM
Saba Capital Management New York $3.62B AUM 13% 1-Year Est. Return
LSC
Logan Stone Capital Chicago, Illinois $360M AUM 9.71% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
RCM
Robinson Capital Management Grosse Pointe Farms, Michigan $239M AUM 0.62% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

Von Berge Wealth Management Group's NVG Position: Q1 2024 in Review

Von Berge Wealth Management Group sold out of Nuveen AMT-Free Municipal Credit Income Fund (NVG) in Q1 2024, closing a stake of 36,000 shares — an estimated $429K sold.

Von Berge Wealth Management Group first reported a position in NVG in Q4 2023 and held it in 1 quarter. The position peaked at $429K in Q4 2023. 253 funds tracked by Wall St. Rank hold NVG as of Q1 2024.

  • Von Berge Wealth Management Group reported no remaining Nuveen AMT-Free Municipal Credit Income Fund position as of Q1 2024 after selling out during the quarter.
  • Von Berge Wealth Management Group sold 36,000 Nuveen AMT-Free Municipal Credit Income Fund shares in Q1 2024, an estimated $429K.
  • Von Berge Wealth Management Group first reported a position in Nuveen AMT-Free Municipal Credit Income Fund in Q4 2023 and held it in 1 quarter.
  • Von Berge Wealth Management Group's Nuveen AMT-Free Municipal Credit Income Fund position peaked at $429K in Q4 2023.
  • 253 funds tracked by Wall St. Rank held Nuveen AMT-Free Municipal Credit Income Fund as of Q1 2024.

Based on Von Berge Wealth Management Group's 13F filing for Q1 2024, filed 12 Apr 2024.